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Financial Plans

We all need some sort of financial plan to achieve overall financial security.

Current and former public sector employees with ICMA-RC have access to three types of financial plans for step-by-step help with saving, investing, insurance, estate planning, and other financial goals.

Financial Plans – Snapshot | Goal-Specific | Comprehensive

Choose the plan that best matches your needs

  1. Snapshot – a quick retirement forecast.
  2. Goal-Specific – focuses in-depth on one or two financial goals.
  3. Comprehensive – suited for those who are approaching retirement or have complex financial situations.

A Snapshot plan is free. Fees may apply to Goal-Specific and Comprehensive plans.

Learn moreWhat Is A Financial Plan?

  • Watch a short video about the importance of financial planning and ICMA-RC’s financial plans.
  • Email financialplanning@icmarc.org
  • Already have an ICMA-RC account? You can get started today. Log in at www.icmarc.org, click on the menu tab "Planning and Tools" and then the link "Financial Planning".